Check out our Version History page if you want to know what bugs were squashed in this release.

What’s New-

In this smaller release we focused on updating custom fields for projects, customers, and contacts. If you go to Tools/ Fields/ Field Templates, you’ll notice that we have added a section for Projects, Customers, and Contacts.

We’ve added editable field templates for projects, customers, and contacts.

Click the respective edit button, and you will be taken to an updated UI with new key pieces of functionality. Adding custom fields to these three areas are now similar to adding custom fields to your items. You can hit “add a custom field” to create custom fields that accept numbers, dropdown menus, and other familiar options.

Drag and drop the custom fields to update what you see when editing.

Users now have the ability to organize by sections. Click the “Add Section” button to create a new section for your field template. Name it appropriately, then drag and drop the custom fields you need for this section. Once you’re all done, press “Save” and close. Keep in mind, the section feature is currently only available for project, customer, or contact field templates.

Here is where you add a section and can build it out.

Take a look at that section we created for our contact field template example:

In this example we added a section called “Region.”

Lastly, for any Axosoft users who send outbound emails, we have introduced the “Send and Update Workflow Step” button in the bottom right. It does exactly what it sounds like, and it should help streamline your daily routine.

Ah, convenient right?

Those are the major changes for this release! Check out the other What’s New Videos to get a taste of our latest features. Subscribe to our YouTube channel for more updates in the pipeline.